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Flash Report (2016/5)

Personalizing the Online Communication Experience for Wealthy Millennials

May. 29, 2016

State-of-the-art communication channels and tools are key elements in the developing value proposition for a young generation of wealth management clients. Whilst the readiness for in person meetings is declining, advisors need to embrace other client-friendly touch points for communication that best cater for their clients’ busy life-style, life-events (employment, marriage, starting a family) and shifting financial goals. This flash presents three examples for advanced collaboration tools.


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